WI

Wintrust Investments Portfolio holdings

AUM $114M
1-Year Est. Return 21.99%
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$714M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.33M
3
+$3.64M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.61M
5
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$2.04M

Top Sells

1
+$17.3M
2
+$3.3M
3
+$2.15M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$1.84M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.72M

Sector Composition

1 Financials 9.9%
2 Technology 7.54%
3 Communication Services 6.69%
4 Healthcare 4.23%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$231K 0.03%
774
-19
327
$231K 0.03%
2,150
328
$227K 0.03%
1,710
329
$226K 0.03%
2,639
-188
330
$221K 0.03%
+2,480
331
$221K 0.03%
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-59
332
$220K 0.03%
+2,070
333
$217K 0.03%
+6,000
334
$216K 0.03%
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-68
335
$212K 0.03%
+6,815
336
$210K 0.03%
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337
$210K 0.03%
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338
$209K 0.03%
21,041
-649
339
$206K 0.03%
2,216
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340
$206K 0.03%
7,017
341
$206K 0.03%
1,502
342
$204K 0.03%
499
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343
$201K 0.03%
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344
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345
$184K 0.03%
12,781
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346
$182K 0.03%
11,450
347
$178K 0.02%
+12,191
348
$161K 0.02%
11,338
349
$159K 0.02%
13,832
+10
350
$154K 0.02%
10,007
-509
12 13
14
15 16